See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,661 | $53,053-51.6% | $126,539-79.7% | $74,304-65.5% |
| Participation rate | 88.3% | 48.0%+40.3pp | 69.8%+18.5pp | 60.3%+27.9pp |
| Annual return | 33.74% | 29.46%+4.3pp | 425.95%-392.2pp | 29.43%+4.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,043 | $2,303+249.2% | $4,083+97.0% | $3,767+113.5% |
| Admin fee / account holder | $1,798 | $3,698-51.4% | $6,065-70.4% | $2,969-39.4% |